EP Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $1.98M | Sell |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $2.36M | Sell |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.97M | Buy |
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|
2023
Q4 | $2.61M | Sell |
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|
2023
Q3 | $2.68M | Buy |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $3.33M | Buy |
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|
2022
Q4 | $998K | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $2.49M | Sell |
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|
2020
Q3 | $6.6M | Sell |
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|
2020
Q2 | $7.91M | Sell |
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|
2020
Q1 | $7.79M | Buy |
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|
2019
Q4 | $7.13M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $672K | Buy |
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